Consumer-Discretionary Sector Could See Meaningful Upside Thanks to Tariff Ruling -- Market Talk

Dow Jones02-21 01:57

1257 ET - The Supreme Court ruling that strike down President Trump's global tariffs is "a clear positive for consumer discretionary with high import exposure, easing cost pressures and margin drag," Jefferies analysts say in a research note. While benefits will likely be widely felt, the analysts point to Signet Jewelers, Yeti, SharkNinja, Nike and Birkenstock as companies with the largest potential upside. Each company has faced a weighted-average tariff impact ranging from 6.9% up to 15.1%, and each will be positioned for meaningfully higher earnings with that pressure removed, Jefferies says. Signet, SharkNinja and Birkenstock are higher in midday trading, while Yeti and Nike are lower. (connor.hart@wsj.com)

(END) Dow Jones Newswires

February 20, 2026 12:57 ET (17:57 GMT)

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